Dashboards are the one of the most used feature of Maplytics-Bing Map Integration for Dynamics CRM. You can design geographical dashboards using components from Maplytics as can be seen in the screenshot below. Maplytics ships with the following 5 pre-defined Dashboards for various Sales and Service Modules for different user roles. Maplytics Customer Service Representative… Read More »
In our last post we saw about how to configure entity map in your Maplytics. One of the parts of configuring the entity map is to define the data that you would like displayed in the tooltip of the pushpin. This post covers setting up the attributes to be displayed. Tooltips are callouts that pop… Read More »
To enable entities for use with Maplytics you need to configure the entity to provide the information required for the entity records to be plotted on the map. Here in this post will see steps to set up entity map for OOB or custom entities Maplytics™ ships along with the Entity Maps already configured for the… Read More »
In the previous article, we saw how you can configure Maplytics Default values in your MS Dynamics CRM. In this article, we will cover geocoding Dynamics CRM data with Bing Maps. Geocoding refers to getting the latitude and longitude i.e the geographic coordinates of your address. Geo-coordinates help in plotting the addresses accurately on the… Read More »
Introduction Often you would come across scenarios where you would want to schedule more than one appointment for a user for the same time. In Microsoft Dynamics CRM, if you try to do this most often you would come across the following warning. Being a warning you can always click on continue and go ahead… Read More »
Introduction: With CRM 2015 SP1, the Client API was extended to allow attaching events to sub-grid to manage the sub-grid data/operations. The OnLoad event however executes on all of the following operations Load of parent form. Save of parent form. Add a new record in sub-grid Remove a record from sub-grid Navigating to prev/next page… Read More »
This is a part two of our User Adoption Tracker Series. In Part 1 we saw how User Adoption Tracker could help you to track users actions of your Dynamics CRM/365. As we have been talking about adaptability, here in Part 2 lets read more about the Dashboards available in our user adoption tracker for your… Read More »
Introduction: Recently we had a requirement where we had to create Contact records from data received from other System and if Duplicate record found then avoid creation of records based on Duplicate Detection rules specified in the System and get the List of the Duplicate Records found in the system. The Duplicate Detection rules might… Read More »
While we were discussing about Registering Maplytics in our last post we saw once the Maplytics license was installed there’s an option to install Sample Dashboards. This post explains how to restore the sample data installed for Maplytics if you have accidentally deleted the sample records of EntityMap/Dashboard. If you try to re-install the samples… Read More »
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